We are a wealth advisory team that partners with a select group of clients. Many of our clients are pre- and post-retirees, as well as business owners and professionals.
Our clients want to talk about the future with anticipation, not apprehension, and are primarily interested in preserving their wealth and accumulating a work-optional lifestyle. As a team we have developed and refined the Compass Wealth FORMula™ to bring all of the pieces of the puzzle together into one results-driven process to achieve and maintain financial independence.
• Wealth Management • Benefits Management • Risk Management • Charitable Giving • Tax Management • Business/ Succession Planning • Cash Management • Retirement Planning • Legacy Planning • Value-Added Services • Social Security Planning
firstname.lastname@example.org | (678) 739-0175